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Cody Gehman

Stonebridge Financial Group, Llc

Assets Managed
$1.318B
Holdings
275
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.41%(2Q avg: 6.15%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 275 positions.

Assets under management

The assets under management (AUM) of Stonebridge Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.318B in assets, with a quarterly growth rate of 8.41% and a 2-quarter average growth rate of 6.15%. The portfolio is managed by Cody Gehman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -0.54%
4.75%
$62.544M
825,225 shares@ $75.79 avg price
SMMU
Pimco Shrt Trm Muni Bnd Etf
Recent Activity
Decreased -0.51%
4.03%
$53.065M
1.051M shares@ $50.51 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 3.47%
3.61%
$47.589M
2.135M shares@ $22.29 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 5.21%
3.57%
$46.935M
927,201 shares@ $50.63 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Decreased -0.05%
3.23%
$42.545M
762,863 shares@ $55.78 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.62%
3.01%
$39.673M
1.496M shares@ $26.52 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.46%
2.95%
$38.891M
134,402 shares@ $289.37 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 3.21%
2.51%
$32.992M
627,231 shares@ $52.61 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 3528.32%
2.31%
$30.405M
164,145 shares@ $185.23 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 2086.04%
2.28%
$30.014M
362,314 shares@ $82.84 avg price

1-10 of 275